SharePoint Online: Creating Views for Lists and Libraries

One of the most overlooked or under used features of SharePoint is the use of custom views in lists and libraries. You can use views in your SharePoint lists and libraries to organize and show items that are most important to you, to add filtering or sorting, or to group items for a more engaging style. Views can be created as personal views (that only you can see), or if you have appropriate permissions to do so, you can create public views available for everyone who uses the list/library to see.

Create a View

To create a view go to the list or library where you want to create a view, click the All Documents drop-down, and choose Manage Views

On the Settings page, scroll to the bottom until you see the Views section. In the Views section, click on the link for Create view. On the Settings page, choose a view type based on the function of your view. The most common view type used is the Standard View. In the View Name field, type the name for your view. If you would like this view to be the default view for the list or library, select the checkbox for Make this the default view. This option is only available for Public Views.

In the Audience section, under View Audience, choose either Create a Personal View or Create a Public View. A Personal view be available just for yourself. Create a Public View when you want to make the view available to anyone with access to the list or library. Note: If the Create a Public View option is disabled, you do not have adequate permissions to create a public view for this list/library.

In the Columns section, choose the columns you want to see in the view and clear the columns you do not want to show. Use the numbers in the Position from Left column to set the order you want the columns to appear from left to right across the screen when using the view.

In the Columns section, choose the columns you want to see in the view and clear the columns you do not want to show. Use the numbers in the Position from Left column to set the order you want the columns to appear from left to right across the screen when using the view.

Continue to configure other settings for your view, such as Sort, Filter and Grouping, and click OK at the bottom of the page.

Happy SharePoint-ing!!!